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2 Table of Contents Overview Growth Drivers and Market Opportunities Mobile Devices & Cellular Infrastructure Power Supplies (SMPS) & DC/DC Conversion Summary Disclaimer: This presentation contains forward-looking statements about the business, financial condition and earnings performance of the Infineon Group. These statements are based on assumptions and projections resting upon currently available information and present estimates. They are subject to a multitude of uncertainties and risks. Actual business development may therefore differ materially from what has been expected. Beyond disclosure requirements stipulated by law, Infineon does not undertake any obligation to update forward-looking statements. Page 2

16 Growth Drivers for AC/DC and DC/DC Power Conversion Social networks Uploading of messages, photos, documents, audio files and videos is generating exabytes of data each year. Cloud computing Outsourcing of enterprise computing power and storage. Significant importance of energy consumption Globally, one new data center per week. Energy consumption of up to 100 MW per data center (equal to ~80,000 households). Highest efficiency of AC/DC and DC/DC power conversion is of utmost importance. Page 16

17 Modern Data Centers are Very Focussed on Efficiency and are Setting Benchmarks Example: Facebook's first company-owned data center in Oregon uses 38% less energy compared to their other facilities CoolMOS Power supply Courtesy of Facebook As per US Environmental Protection Agency (EPA), the carbon footprint of data centers will exceed the airline industry in Courtesy of Facebook Page 17

21 Summary PMM is one of Infineon s fastest growing segments. Growth drivers are: the need for ever higher energy efficiency; digital power: digitally controlled AC/DC and DC/DC power conversion; bundling of power discretes and power ICs; social media, cloud computing; mobile society (connectivity). Infineon is best positioned at crucial products. Book-Bill recovery in recent months bodes well for growth in current and future quarters. Current foreign exchange trends are also helpful. Page 21

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